72nd Annual Montana Tax Institute has ended

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72nd Annual Montana Tax Institute

Welcome to the 72nd Annual Montana Tax Institute!

PD

Patrick Dougherty

ATTORNEY/CPA

ATTORNEY/CPA

7:30am MDT

Printable Brochure Printable Full Conference Materials

7:59am MDT

Session IBessemer Trust

8:00am MDT

Welcome and Opening Remarks Holiday Inn Downtown BallroomElaine Gagliardi

8:05am MDT

Seeing Through the Corporate Transparency Act Holiday Inn Downtown BallroomPippa Browde • James Delaney

9:05am MDT

Charitable Gift Annuities: A Deep Dive Holiday Inn Downtown BallroomLarry Katzenstein

10:05am MDT

Break - Visit SponsorsAlexander Blewett III School of Law

10:20am MDT

Planning With Purpose: Using Purpose Trusts for Business Succession Holiday Inn Downtown BallroomSusan Gary

11:20am MDT

Selected Estate Planning Recent Developments - Part I Holiday Inn Downtown BallroomCharles "Clary" Redd

12:00pm MDT

Lunch and Networking Holiday Inn Downtown Atrium

12:59pm MDT

Session IIWipfli

1:00pm MDT

Selected Estate Planning Recent Developments - Part II Holiday Inn Downtown BallroomCharles "Clary" Redd

1:50pm MDT

Well-Being Estate Planning Holiday Inn Downtown BallroomRichard Franklin

2:50pm MDT

Break - Visit SponsorsUniversity of Montana Foundation

3:05pm MDT

Demystifying the GST Tax - The GST Tax in Plain English Holiday Inn Downtown BallroomLester Law

4:05pm MDT

Annual Income Tax Update Holiday Inn Downtown BallroomSam Donaldson

5:35pm MDT

Networking Social Holiday Inn Downtown AtriumFirst Trust Company

7:00am MDT

BETTR Law Section of the State Bar of Montana Holiday Inn Downtown Ballroom

7:59am MDT

Session IIICrowley Fleck

8:00am MDT

Artificial Intelligence and Its Impact on Today's Estate Planner Holiday Inn Downtown BallroomGerry Beyer

9:00am MDT

Current Developments in Partnership and Corporate Taxation Part I Holiday Inn Downtown BallroomCass Brewer • Bruce McGovern

10:00am MDT

Break - Visit Sponsors Holiday Inn Downtown Atrium Current Developments in Partnership and Corporate Taxation Part II Holiday Inn Downtown BallroomCass Brewer • Bruce McGovern

10:45am MDT

Buy-Sell Agreements After Connelly Holiday Inn Downtown BallroomSteve Gorin

12:00pm MDT

Conference Survey Certificate of Attendance